Sale to first session, fully automated.
A client pays at 11pm on a Sunday. By the time you see the notification they've signed your terms, filled in your questionnaire, cleared the health screen, booked their intro call and had their first week written onto their calendar.
Start freeSee pricingWhere onboarding usually goes wrong
The stretch between payment and the first session is where a client's confidence is highest and your response time is slowest. A day of silence after somebody spends money is the worst first impression a coaching business can make.
What runs, in order
Payment lands in your Stripe with terms already signed. Their account is created on the tier they bought. That tier's onboarding journey runs: welcome, questionnaire, PAR-Q, promise document, goal setting, intro call. On finishing, their first week appears on their calendar with habits assigned and their training programme goes live.
Then it runs forever
Drag the steps you want, preview it as a client, and it applies to everyone from then on. Different tiers can have completely different journeys.
What you get back
The evening you'd have spent setting up a client, every time you sell one. Multiply that by however many you close this month.
Questions coaches ask.
Can client onboarding be fully automated?
Yes. Coachflow chains payment, terms, account creation, intake forms, health screening, agreements, goal setting and intro call booking, then writes the client's first week onto their calendar and activates their training programme, with no coach action required at any point.
What forms can I include?
A custom intake questionnaire, a PAR-Q health screen, a promise document setting expectations, and goal setting. The PAR-Q and promise document are e-signed and stored on the client's record.
Can different packages have different onboarding?
Yes. Build a journey per programme tier. The product a client buys carries a tier, so buyers are routed to the right journey automatically.
Does their training start automatically?
Yes, if you've set up a first week plan. Coachflow writes days one to seven onto their calendar, assigns habits and clones your intro programme into an active client programme, starting immediately or the next Monday.
Keep reading
- OnboardingFrom payment to first session with no coach action. Terms, PAR-Q, questionnaire, intro call booking, then their first week and an active training programme land on their calendar.
- PaymentsSell subscriptions, packages and one-off products through your own Stripe. Pay-in-full options, order bumps, discount codes, signed terms before payment, and the sale creates the client account.
- BookingPublic booking pages, calendar sync, automated reminders, and webcal feeds. Take consultations and sessions without the email back-and-forth.